In today’s dynamic financial landscape, businesses are constantly challenged to not only maintain but also strengthen their financial foundation. Whether it’s preparing for investment opportunities, navigating compliance, or improving internal efficiencies, a focus on cash flow, profitability and budgeting are key to survival. Unzi Ramanathan, an accomplished Fund Controller with over a decade of experience, having worked on projects for Fortune 500 companies, private equity funds, and real estate investment firms, shares her insights on how companies can build a resilient financial framework.
Unnamalai Ramanathan
The Importance of Accurate Financial Reporting
One of the most common mistakes businesses make, especially early-stage companies, is the lack of transparency in financial reporting. This often undermines trust with investors and creates operational challenges down the line. Unzi emphasizes that financial reporting should not be seen as a burden but as a strategic asset. “Accurate and timely financial reports provide a clear snapshot of the business’s health,” she notes. This not only attracts potential investors but also ensures that companies can make informed decisions that impact growth and sustainability.
As a Fund Controller at Hirshmark Capital, Unzi has overseen complex financial operations, ensuring that all fund activities were meticulously recorded and aligned with Generally Accepted Accounting Principles (GAAP). From overseeing quarterly NAV calculations to managing investor capital calls, her expertise highlights the value of robust financial systems. For businesses looking to attract investment, preparing comprehensive financial reports that include cash flow projections, historical performance, performance indicators, Return rates and revenue growth rates is essential.
Leveraging Technology for Efficiency
The increasing role of technology in finance cannot be overstated. According to Unzi, businesses that fail to adopt digital tools risk being left behind. She points out that one of the key strategies for enhancing operational efficiency is through automation and digitization. This is particularly crucial for fund management, where the speed and accuracy of financial data processing can significantly impact fund performance.
“Technology has become an integral part of modern financial management,” she explains. During her tenure at Ernst & Young, Unzi led several initiatives focused on process improvements and the digitization of accounting functions. Implementing these technologies not only improved compliance but also streamlined day-to-day operations, freeing up resources to focus on strategy and value driven tasks.
Managing Investor Relations and Expectations
For companies pursuing funding, managing investor relations requires more than delivering a persuasive pitch. It’s about cultivating lasting relationships founded on trust and transparent communication. “Investors prioritize people over businesses. They seek transparency, regular updates, and an open dialogue” says Unzi. In her role overseeing capital calls, distributions, and compliance at Hirshmark Capital, Unzi has witnessed firsthand how strong investor relations can significantly drive a company’s growth.
To attract institutional investors, companies should prioritize the development of a scalable business model and ensure that all legal and financial documentation is in order. Unzi advises, “Your financial foundation must be rock solid. Investors want to see a well-organized structure that mitigates risks and maximizes return on investment.”
Strategic Diversification and Risk Management
In her extensive career, Unzi has worked with a variety of funds, including those focused on intellectual property and real estate. One lesson she has learned is the importance of diversification in building a resilient investment strategy. “Everything has to be diversified, from the types of assets a business holds, to its credit facilities, and even diversification in its investors” she notes.
Strategic diversification is essential for managing risk and ensuring long-term stability. By spreading investments across different asset classes and stakeholders, businesses can better protect themselves from market fluctuations and unforeseen challenges.
Conclusion: Building a Resilient Financial Future
With over 10 years of experience in fund management, Accounting, compliance, and reporting, Unzi Ramanathan has a wealth of insights for companies aiming to strengthen their financial foundation. Her key takeaways include the importance of transparent financial reporting, leveraging technology for efficiency, maintaining strong investor relations, and adopting a diversified approach to investment.
For businesses at any stage, building a strong financial base is not just about meeting today’s challenges but preparing for future opportunities. As Unzi puts it, “A solid financial foundation gives businesses the confidence to grow, adapt, and thrive in an ever-changing economic landscape.”
By following these strategies, businesses can position themselves for sustained success, ensuring they are well-prepared to attract investment and drive long-term growth.
